Here you’ll find the answers to the common questions we receive about our services. If there’s anything we haven’t covered here, please contact us


Where are meetings held?

In our office or we can facilitate a meeting in your home or business if you prefer.


Do you have parking?

Yes we have client parking available at our office.


Do I have to pay for an initial discovery meeting?

No, our initial meeting is an exploratory discussion where you can decide if we are a correct fit for you.


What do I need to bring to an initial discovery meeting?

If you have any details of your current investment plans or any mortgages and protection policies.


How long should I allow for an initial discovery meeting?

Our Initial meeting will generally take around 1 hour to allow us to have a good chat and details your thoughts and aspirations


Do I have to sign up to your services at an initial discovery meeting?

No, after our initial meeting we would prefer that you take to time to think about our chat and ensure you are comfortable that we are a good fit for you, your family or business.


How can I book an initial discovery meeting?

By phoning our office on 028 3082 8880.


Are you independent?

Yes we’re proud to be independent and not restricted in the providers or solutions we can offer you.


Are you regulated?

Yes we are regulated by the Financial Conduct Authority.


What happens if my Financial Planner or Mortgage Adviser is away on holiday?

Should you need to speak to your adviser in an emergency and they are unavailable we have a team of advisers who can step in to assist.


What do you charge for a financial plan?

Our costs will vary depending on your needs and the time we spend working with you. We will explain these costs fully at our initial discovery meeting.


Do you charge VAT?


Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.